Where you put your money can change the world. Learn more about these socially responsible financial planners and investment consultants:
AIO Financial Link
AIO Financial is a fee-only financial planning firm that specializes in Socially Responsible Investing (SRI). SRI is an investment strategy seeking to maximize both financial return and social good. AIO Financial can address many issues, including climate change, thorough investment screening (fossil fuel-free investing), shareholder advocacy, and community investment.
Amalgamated Investment Services
Amalgamated Investment Services (AIS) is a division of Amalgamated Bank -- America’s socially responsible bank and a Certified B-Corp public benefit corporation. Our mission is to drive positive change in the world by aligning our client’s investments with their values. To accomplish this, we offer full-service wealth management including both negative/positive ESG screening and impact investing. Our proprietary 100% Fossil Fuel Free Portfolios are completely divested from the fossil fuel industry while seeking to mitigate climate change, as well as promote environmental sustainability, gender equality, and social and racial justice. Please see complete disclosures on our website.
Capital Intelligence Associates
Capital Intelligence Associates is a Southern California-based full-service financial planning firm specializing in multi-generational wealth management, philanthropic planning, and socially responsible investing. They can develop fossil fuel-free portfolios for both individual and institutional clients.
Effective Assets
Specializing in Socially Responsible Investing (SRI) for over 29 years, Effective Assets provides goal-oriented, fee-based financial planning to individuals, families, and business owners. Our services include values-based retirement and life planning, SRI and fossil-fuel free portfolio management, and investment consulting to non-profits and social enterprises.
Encore Wealth Advisors
Encore Wealth Advisors is helping to solve the climate crisis by supporting individuals, families, non-profits and small businesses in divesting of fossil fuel investments. They accomplish this by offering a values based wealth management process, utilizing fossil-free investment portfolios, that helps clients achieve their financial, social and environmental goals.
First Affirmative Financial Network
With 25 years of experience serving Green America members with their social investing needs, First Affirmative and its nationwide network of 100 associated advisors can develop fossil-free portfolios using mutual funds, exchange traded funds, and individual securities as appropriate to your needs.
Greenvest
Greenvest’s commitment to environmentally responsible investing for our clients naturally extends to creating fossil fuel-free portfolios. We are also dedicated to providing true personal investment counseling in an age of increasingly mechanized investing, and to serving the financial needs of the 99%.
Hansen’s Advisory Services, Inc.
Hansen’s Advisory Services, Inc. (HAS) works with clients who wish to invest their money in a way that can create a world in which we all prosper. We are involved in presenting workshops on Fossil Free Funds, along with Nuclear Free funds and the “Don’t Bank on the Bomb” program for a nuclear free world.
Horizons Sustainable Financial Services
Horizons Sustainable Financial Services offers a line of well diversified, zero-carbon energy mutual fund portfolios with no exposure to any companies directly involved in the production of fossil fuels. The portfolios are built on a “sustainable, responsible, impact” (“SRI”) investing foundation, using mutual funds from SRI industry leaders.
JSA Sustainable Wealth Management
The JSA team is all about environmental, social justice, and good corporate governance – ESG. We offer objective financial planning advice along with ESG-based investments to serve your needs and risk tolerance and values. We engage in research and apply tools to eliminate investment portfolio exposure to fossil fuels and toxic chemicals, and to avoid companies that lack diversity and inclusion or with objectional corporate behavior. JSA has solar panels on our roof, an EV charger in our permeable parking lot, a compost bin in the backyard, and works hard to serve our community. We’d be thrilled to be your advisor. Please see our website for additional disclosures.
Natural Investments
Natural Investments is a national investment advisor with nine offices in eight states with an exclusive focus on sustainable, responsible, and impact investments since 1985. For over 20 years they have rated every SRI fund on their social and environmental criteria, and they have offered fossil fuel-free mutual fund and separate managed account portfolios since 2012. Thought leaders in the field, they recently published their third book, "The Resilient Investor: A Plan for Your Life, Not Just Your Money."
Newground Social Investment
Newground manages money for organizations and individuals of means who seek positive change without sacrifice to financial performance. They link values with dollars in ways that create beneficial social, financial, and environmental outcomes.
Pekin Hardy Strauss Wealth Management
Pekin Hardy Strauss Wealth Management has been helping clients reach their goals since 1990. Over the years, we have helped our clients navigate through several challenging market environments. We have learned through experience to think deeply about wealth management through market cycles, to make adjustments as a cycle matures, and to protect capital during down markets. We help individuals and families customize their portfolios to support their social and environmental principles, excluding firms or industries that don’t align with their values and seeking out new investments with positive environmental, social, and governance (ESG) characteristics through our rigorous investment process.
Progressive Asset Managements, Inc.
Since 1987 PAM Inc has been providing social screening to members of the PAM Group, the socially responsible division of Financial West Group. Advisors in the PAM Group can create a fossil-free portfolio utilizing stocks, bonds, mutual funds, and ETFs to meet the needs of any client.
Quantum Financial Planning, LLC
Providing hourly, fee-only financial planning since 2005. Quantum Financial Planning can assist investors interested in fossil-free investing using methodology based on the book Low Fee Socially Responsible Investing, Investing in Your Worldview on your Terms, published by Tom Nowak in 2012.
SRI Wealth Management Group of RBC Wealth Management
The SRI Wealth Management Group of RBC Wealth Management provides customized investment solutions that help clients achieve financial and value-based objectives. With $1.3 billion AUM, SRI Wealth Management Group works with investors to implement client-specific Environmental, Social, Governance and Impact preferences throughout their asset allocation. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.
Stakeholders Capital
Stakeholders Capital is a full service wealth management firm committed to integrating their clients’ values with their financial goals. Stakeholders Capital is proud to be a leader in sustainable, community and impact investing.
Sustainable Wealth Advisors/Sustainable Advisors Alliance, LLC
Sustainable Wealth Advisors (SWA) is an investment management and financial planning firm based in Saratoga Springs, N.Y. Harry Moran is SWA’s founder and has been providing financial guidance to environmentally and socially conscious investors for over 30 years. Harry has specialized in designing highly customized fossil-free solutions for individual and institutional clients since 2001. In 2021, he became a founding member of Sustainable Advisors Alliance LLC, and is now part of a national network of dedicated financial professionals who share his passion for environmental sustainability and social justice. Harry has been a frequent contributor and speaker on a variety of impact investing topics and is proud to be helping support the work of the statewide Divest NY coalition.
Vision Capital Investment Management
The president of Vision Capital Investment Management, David Kim, has been working with socially responsible investing since 1983 when he co-founded Working Assets. Vision Capital Investment Management works to align personal values with financial goals using portfolios customized for each client's social and financial criteria. Investment strategies include fossil-fuel free, clean energy, non-GMO, natural processes, and community investing. Their focus is to provide competitive financial return, highly personalized client relationships, to help clients create positive social change, and to practice with a high standard of ethics.
Green America assumes no legal or financial responsibility for the practices, products, or services of any businesses listed. Please read all materials carefully prior to investing.
